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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (15370)	6/16/2004 2:12:09 PM
From: ild	Read Replies (3) \| Respond to of 110194

What's with trading volume today? Are traders on strike?

To: russwinter who wrote (15370)	6/16/2004 3:56:59 PM
From: westpacific	Respond to of 110194

Russ your analysis on China is on da money. I agree with your take on things. If anyone thinks this is honest business in that country they are dreamers. There is so much corruption going on - global scale right now and include the cronies at the Central Bank of America. The shit is gonna hit the fan, and soon.

To: russwinter who wrote (15370)	6/16/2004 5:07:56 PM
From: NOW	Respond to of 110194

Wait a minute, is that China or here you are referencing?! G "Fresh loans have been made to selected cronies and insiders, to 1. support their money losing businesses that are being ravaged by input goods inflation. 2. allows these pirates to keep operating under the guise of legitimate businesses, while "loans" are money laundered abroad."

To: russwinter who wrote (15370)	6/17/2004 1:19:03 AM
From: Jim Willie CB	Read Replies (3) \| Respond to of 110194

repackaged article into "The Train Wreck and China" thought of you when I did so mainly because I found a nice graphic of a train locomotive added a stern paragraph about upcoming trade war with China which could deteriorate into a worse conflict got a phone call from carpenter buddy in Philly he disputes some claims about plywood prices his experience is of stable prices (could be regional, unsure) gold-eagle.com an excerpt: A major driving force overshadows the situation. The major impetus is historic advancement made by China, and their growth story. From to copper to iron ore to nickel to cement to steel to lumber to soybeans to grains to crude oil and distillates, China is competing and bidding up prices for the world supplies. Give it a few years, and the USA will be at odds with China in a much more hostile fashion. Current developments remind history students of Japan and USA engaged in industrial competition 80 years ago. The conflict resulted in war. The current situation is far more dangerous, since China holds significant USTBonds in reserve. The bargaining chips will be their bond holdings, market access, consumer demand, Taiwan embrace, cheap labor, huge standing army, versus our food cartel, technology transfer, sophisticated military, and consumer demand. Japan will perhaps forego the US market for the Chinese market, all in time. Few can see that China will demand and receive a seat on the geopolitical stage. In five years, look for them to covet the oil supply in the Middle East, and make serious moves to secure that supply.